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Disclosery

GWN SECURITIES INC.: XLE position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of GWN SECURITIES INC. on XLE, newest first. How the timeline and the estimate are built.

GWN SECURITIES INC. held 27,549 XLE shares at 2026-06-30 per its 13F-HR filed 2026-08-05.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 27,549 shares
    Change vs previous 13F +4,565 shares

    0.24% of the 13F portfolio, value $1,463,105.

    13F-HR 0001172661-26-003076 filed by GWN SECURITIES INC.
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  2. period ended2026-03-31
    13F 22,984 shares
    Change vs previous 13F +2,315 shares

    0.27% of the 13F portfolio, value $1,408,031.

    13F-HR 0001172661-26-001999 filed by GWN SECURITIES INC.
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  3. period ended2025-12-31
    13F 20,669 shares
    Change vs previous 13F +12,659 shares

    0.19% of the 13F portfolio, value $924,147.

    13F-HR 0001172661-26-000619 filed by GWN SECURITIES INC.
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  4. period ended2025-09-30
    13F 8,010 shares
    Change vs previous 13F -2,944 shares

    0.17% of the 13F portfolio, value $718,603.

    13F-HR 0001172661-25-004439 filed by GWN SECURITIES INC.
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  5. period ended2025-06-30
    13F 10,954 shares
    Change vs previous 13F -49,602 shares

    0.17% of the 13F portfolio, value $931,150.

    13F-HR 0001172661-25-002843 filed by GWN SECURITIES INC.
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  6. period ended2025-03-31
    13F 60,556 shares
    Change vs previous 13F +54,522 shares

    0.29% of the 13F portfolio, value $5,205,189.

    13F-HR 0001172661-25-002180 filed by GWN SECURITIES INC.
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  7. period ended2024-12-31
    13F 6,034 shares
    Change vs previous 13F not available

    0.15% of the 13F portfolio, value $549,284.

    13F-HR 0001172661-25-000609 filed by GWN SECURITIES INC.
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).